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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,031 hedge funds and large institutions have $8.73B invested in Schwab US Broad Market ETF in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 411 increasing their positions, 324 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+94
Holders Change %
+10.03%
% of All Funds
15.11%
Holding in Top 10
125
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.7%
% of All Funds
1.83%
New
146
Increased
411
Reduced
324
Closed
39
Calls
$177M
Puts
$35.4M
Net Calls
+$141M
Net Calls Change
+$11.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$53.6M
2
MIS
Morningstar Investment Services
Illinois
+$42.5M
3
CAG
Compass Advisory Group
New York
+$32.3M
4
HighTower Advisors
HighTower Advisors
Illinois
+$28.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$25.8M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$45.5M
2
IAS
IMA Advisory Services
Colorado
-$13.9M
3
Betterment LLC
Betterment LLC
New York
-$12.1M
4
SCM
SCS Capital Management
Massachusetts
-$11.1M
5
EW
Evoke Wealth
California
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
651
Rollins Financial Advisors
New York
$493K +$493K +26,562 New
WFA
652
West Financial Advisors
Iowa
$493K -$9.19K -495 -2%
HIS
653
Horizon Investment Services
Indiana
$492K +$16.7K +900 +4%
CA
654
Continuum Advisory
Idaho
$491K +$491K +26,445 New
WAM
655
Weatherly Asset Management
California
$490K -$11.7K -630 -2%
QCM
656
QRG Capital Management
Illinois
$487K +$8.96K +483 +2%
AWA
657
Alaska Wealth Advisors
Alaska
$486K -$40.9K -2,205 -8%
ACP
658
Aviance Capital Partners
Florida
$484K – – –
MOS
659
MGO One Seven
Ohio
$481K +$481K +25,941 New
EM
660
ELCO Management
New York
$479K +$479K +25,800 New
BlackRock
661
BlackRock
New York
$479K – – –
CAAM
662
Cornerstone Advisors Asset Management
Pennsylvania
$475K – – –
CCM
663
Carlson Capital Management
Minnesota
$474K +$1.78K +96 +0.4%
BAAM
664
Baker Avenue Asset Management
California
$472K -$14.6K -789 -3%
AIM
665
Anchor Investment Management
South Carolina
$470K +$16.1K +870 +4%
ACM
666
Armbruster Capital Management
New York
$469K +$4.34K +234 +0.9%
RFC
667
Regions Financial Corp
Alabama
$467K +$159K +8,547 +51%
PWM
668
Paulson Wealth Management
Illinois
$465K +$12.6K +678 +3%
BF
669
Blankinship & Foster
California
$464K -$445 -24 -0.1%
MFA
670
Mayflower Financial Advisors
Massachusetts
$463K – – –
AL
671
ACAS LLC
California
$462K -$1.06K -57 -0.2%
IF
672
IRON Financial
Illinois
$461K -$10.5K -567 -2%
AWM
673
Apollon Wealth Management
South Carolina
$458K +$147K +7,941 +47%
JWM
674
Jeppson Wealth Management
California
$458K -$143K -7,698 -24%
PWMAG
675
Pinnacle Wealth Management Advisory Group
New Jersey
$458K – – –
25 26
27
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